Retention Sales Director

This is a fully remote position, open to applicants in Massachusetts.

📋 Description

• Take charge of and implement retention strategies for Mid-Large Corporate and Taft-Hartley clients.

• Identify, assess, and manage retention risks through a proactive pipeline of at-risk and due diligence relationships.

• Collaborate with Relationship Management to create sponsor-level action plans aimed at safeguarding assets, enhancing relationships, and discovering growth opportunities.

• Oversee RFI/RFP strategy, execution of responses, finalist presentations, and contract negotiations.

• Design and implement loyalty and engagement initiatives to improve client experience and mitigate systemic retention risks.

• Work alongside Relationship Management and internal partners on intricate retention strategies.

• Promote asset retention, ensure revenue stability, and enhance long-term franchise value.

• Foster client loyalty through engagement that emphasizes value.

• Build credibility as an executive-level advisor among clients, consultants, and internal stakeholders.

⛳️ Requirements

• Bachelor’s degree.

• 10+ years of experience in the retirement plan sector.

• Familiarity with Defined Contribution, Defined Benefit, and Non-Qualified plans.

• Proven track record in retention, sales, or relationship management within the Mid-Large retirement market.

• Demonstrated capability to lead complex negotiations and renewal cycles involving multiple stakeholders.

• Strong analytical skills and strategic decision-making abilities.

• Experience in pricing strategies and competitive analysis.

• Active and maintained Life Insurance license.

• Active and maintained Series 6 license or equivalent.

• Willingness to travel up to 40%.

• Preferred: Extensive knowledge of ERISA regulations and plan design across DC, DB, and non-qualified plans.

• Preferred: Strong financial acumen related to pricing strategies and value-driven decision-making.

• Preferred: Proficiency in executive-level presentations, storytelling, and consultative selling.

• Preferred: Ability to influence advisors, consultants, plan sponsors, and internal stakeholders.

• Preferred: Experience in driving cross-functional collaboration in dynamic, fast-paced environments.

🏝️ Benefits

• Incentive programs and compensation linked to business and individual performance.

• Health insurance.

• Dental insurance.

• Mental health support.

• Vision insurance.

• Short- and long-term disability insurance.

• Life and AD&D insurance coverage.

• Adoption/surrogacy benefits.

• Wellness programs.

• Employee/family assistance plans.

• Retirement savings plans, including pension/401(k) options.

• Global share ownership plan with employer matching contributions.

• Financial education and counseling services.

• Up to 11 paid holidays.

• 3 personal days.

• 150 hours of vacation time.

• 40 hours of sick leave, or more as required by law.

• Statutory leaves of absence.

• Flexible work environment.

• Opportunities for learning and career advancement.

• Support for inclusion and well-being.